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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,250 | $73,839-95.6% | $143,788-97.7% | $68,495-95.3% |
| Participation rate | 49.4% | 66.7%-17.2pp | 80.3%-30.9pp | 67.9%-18.5pp |
| Annual return | -27.53% | 1.01%-28.5pp | -0.03%-27.5pp | -7.84%-19.7pp |
| Employer contribution / active EE | $203 | $3,184-93.6% | $4,952-95.9% | $2,596-92.2% |
| Participant deferral / active EE | $1,059 | $3,384-68.7% | $5,638-81.2% | $4,028-73.7% |
| Admin fee / account holder | $534 | $5,755-90.7% | $14,675-96.4% | $5,403-90.1% |